Extramural Fund Accounting is responsible for the financial processing of Regents Endowments.
There are two types of Endowments:
True Endowments
- Can only be done through donor designation
- UC Regents minimum is $10K to start
- Any amount can be invested thereafter
FFE (Fund Functioning as Endowments)
- UC Regents minimum is $10K to start
- Fill out an Attachment A
- Additional investment or withdrawal min. $1k
- Fill out an Attachment B
Useful Information
Endowment Fund Ranges:
13000-13999 Endowments Regents
16000-16999 Endowments Regents
34100-39799 Endowments Regents
93000-93999 Endowments Regents
41100-41999 UCSB Foundation Current Use Gifts and Endowments (Please contact UCSB Foundation)
17000-17999 UCSB Foundation Current Use Gifts and Endowments (Please contact UCSB Foundation)
Resources:
- There is an annual payout for Regents Endowments in the Sept/Oct timeframe. View the annual payout information.
- Download a PDF version of the UDEV form to complete on your computer.
- The UCSB Foundation Website hosts the Regents Endowment information. https://www.foundation.ucsb.edu/regents-funds/fund-record-sheets
Contacts:
Regents gift accounting questions: Shannon Garton 893-4095
UCSB Foundation gift accounting questions: Amanda Turner 893-3100
Gift Administration questions: Dawn Senchuk 893-3808
Useful Links
- Incoming Wire Notification Form (Non-Student)
- Regents Endowments
- Gift Fund Definition Guide
- Regents UDEV
- Gift - Administrative Fee
- UCSB Foundation Financial Management
- UCSB Fund Functioning as Endowment (FFE) Establishment Request (Attachment A)
- UCSB Gift Fund Deposit/Withdrawal Request (Attachment B)
- UCSB Foundation Regents Fund Information
- Request for Transfer of Foundation Funds to Campus